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20121221
20121221
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an originator of new kinds of policies. if you take, for example, china policy i think that he may be reluctant to react to a china which is very different from the way it was in the past. >> brown: let me bring david ignatius back. i guess it depends on what you think is needed right now, right? >> i think the world's a mess as kerry believes. he's right. and needs a strong american voice. needs the sort of steady hand that some of these experiences can bring. i point i would make about kerry is that although he often comes across as a stiff, as an establishment figure very form layic, in terms of shall ideas an willness-- willingness to engage adversaries, reach out and try to find a channel to iran, for example, reach out to the palestinians, try to think of new ways to deal with the arab world, kerry is on the more innovative side. so i think he is not going to be a wild radical-- the country will miss having someone like susan rice who is a younger, different voice. but i think that kerry-- it's wrong to think of kerry of just being a throwback to 30 years ago. >> brown: is it clear still
think broadly of markets like china and brazil. these are markets that started to increase monetary easing. that have started to restructure their economies and certainly we think china has avoided very nicely a hard landing and will be back for growth track next year. >> talk to me about getting yield. that what everybody want right now. how are you doing it? high yield or investment grade securities or where? >> we are underweighted and they don't provide much of a yield these days. they are on high yield and we've had a barn burner of the year with high yield. we still think you can get high digit returns in 2013. and we are looking at global infrastructure in real estate as providing a nice sustainable yield for investors. >> the big debate down here for the past couple of days after the fed made its announcement is whether or not that will prick the bond bubble. where whether we are in a bond bubble or whether there was a bond bubble. where do you stand on that? >> it's interesting. when i think after bubble, i think of something that can burst and drag values down to zero. one
more cooperatively to counter china. so certainly senator kerry, if he becomes the next secretary of state have a full plate. >> what was he like in terms of his personality? i covered him in 2004 when he was running for president in george w. bush and he was not really able to relate or identify to everyday folks, but he has quite a reputation overseas and abroad. overseas and abroad he has a reputation for knowing issue and he has relationships with a lot of world leaders and it was senator john kerry who convinced afghan president hamid karzai to go for a runoff election when the presidential elections were in question and i think he's going to be able to relate to leaders suft as secretary clinton did as a politician when these leaders are having problems compromising to say, listen, i'm in your seat. i know where you've been and run for office before and i think that will serve him well. here in washington, he is seen as someone who is very confident and on top of his brief and also someone who likes to control issues, and such as the middle east. he's someone who drills down
are not as bad with fiscal cliff. china not as bad as we though, u.s. very strong. so nike, if it goes back to 97, it means we're going to have a real bad couple of days in my view. look at red hat. red hat is a technology company that is deeply involved in the cloud. they, too, had a better than expected number, as did oracle in the cloud. so these are my two tales for the trading today, david. if you pick the best of the best and they go down, you'll really have a couple of -- >> when it comes to the so-called cloud play and the use of it in the competition here, is that one of the key names? >> yes, it allows you to manage cloud in a cheap -- an anti-microsoft business. their partner is sales force.com. i'm really using these as tells. in other words, these are the ones where there's natural buyers. as we just found out how good things are. it wasn't like we found out a month ago. we just found out last night. if they have resilience, the market is going to be more resilient than people think. if they give up the ghost, i think next week's going to be difficult, too. >> all right. we'll be wat
, serbia, turkey, china and elsewhere. now the big question, since we're still here, what to to do about dinner? it could be end of traumatic stay in mexican jail for former u.s. marine arrested on vacation. correspondent steve harrigan has the story of an effort to get their son home for the holidays. >> john hammer's family goal was to get him home by christmas now. his parents, lawyer and congresswoman all say they expect his release today. >> amen, hallelujah, wonderful early christmas president for the family. the community rallied for john's liberty. >> the 27-year-old former marine is a combat veteran who served in iraq and afghanistan. after treatment for post traumatic stress disorder he and another former marine bought a used winnebago and planned surfing trip through mexico and costa rica. hammer's family maintains he declared the antique rifle he planned to use the hunt birds to custom agents on both sides of the border. he was arrested after entering mexico a taken to the notorious prison filled with drug cartel where for a time he was chained to a bed. his parents began to
of the year. we have stability in china because of economic activity and that was a drag and then we have the doj promising tease and the federal reserve doing the same thing and all of a sudden it is not the world looking over the cliff, but we 3-quarters of the world looking the other way starting to come back and that is the difference. tracy: what happens? we are stealing from queue to. >> we always steal from one quarter to another. tracy: europe might come back to bother us again the second half of the year. could that mean an okay first half, second half disaster's again? >> we never have smooth sailing at anything. sell in may and go away. which works sometimes and doesn't work. what we feel good about is investors are forced with a problem that dividend taxes are going to go up. to me that is a good problem because it is going to take investors out of the safety of the blue chips and staples and utilities and put them into faster growth equities. riskier. if we look at the risk bucket of assets if you look at low-quality munis and wrapped around a head for awhile, 3.5% yield pret
Search Results 0 to 5 of about 6

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